Special Needs Trusts

The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that families of people with special needs will want to keep, in 2014...

A recent Wall Street Journal article about special needs planning features several important tips from Academy of Special Needs Planners Co-Founder Diedre Braverman.

Academy of Special Needs Planners co-founder Harry S. Margolis was recently interviewed by Vanguard Investments about planning for people with special needs.

We at the Academy of Special Needs Planners (ASNP) are pleased to announce that California special needs planning attorney Kevin Urbatsch has joined our Advisory Board.

A New York Times article on special needs planning for those over age 65 features Special Needs Answers, ASNP and one of its member attorneys . . .

When you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.

Last month we discussed some initial things that every trustee of a special needs trust should do upon learning that the primary beneficiary has passed away. Now, we'll explore additional steps to consider when closing out the trust.

The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.

In many cases, the best way to provide monetary assistance to your loved one during the holidays is through contributions to a special needs trust. As an added bonus, a strange glitch in the tax code may make 2010 the...